Dell Technologies Inc. (DELL)
Dell: An AI Investment For Value Investors
Dell offers a GARP opportunity: strong AI server growth is leading to an acceleration in the company's CAGR, while the rest of the business remains reasonably stable. AI servers are now Dell's key growth engine, with bookings and backlog surging, yet management's guidance remains highly conservative, creating upside potential. Legacy businesses (PCs, storage, networking) are stable but not exciting; attach rate improvements could provide additional upside, but are not central to the thesis.
Dell No. 2 Jeff Clarke is taking control of its stuttering PC business. Read the memo he sent to staff.
Dell is shaking up leadership in its PC division amid stuttering growth since the pandemic. COO and vice chair Jeff Clarke will take on day-to-day leadership, he said in a memo seen by BI.
Dell Technologies (DELL) Stock Slides as Market Rises: Facts to Know Before You Trade
Dell Technologies (DELL) closed the most recent trading day at $124.33, moving 3.59% from the previous trading session.
Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Dell's employee satisfaction rate plummets as workers express frustration with policies: report
The employee satisfaction score at Dell has fallen to 32 from 63 two years ago, with staff citing layoffs, return-to-office mandates, AI implementation and culture shifts.
DELL's Margins Under Pressure: Will ISG Strength Drive a Rebound Ahead?
DELL's AI server momentum and ISG strength may offset margin pressure from fierce competition and pricing headwinds.
Dell Technologies (DELL) Stock Declines While Market Improves: Some Information for Investors
Dell Technologies (DELL) closed at $123.57 in the latest trading session, marking a -1.69% move from the prior day.
Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Dell Is Building AI Infrastructure Of The Future, Yet Still Dirt Cheap
Dell is a critical enabler of the AI infrastructure revolution, with a booming AI server business and multi-billion-dollar backlog fueling strong growth. The scale of AI infrastructure spending is unprecedented, and Dell is well-positioned to capture a significant share from both hyperscaler and mega-project demand. Dell's valuation is deeply discounted versus sector peers, despite superior growth, cash flow, and margin expansion potential from its Infrastructure Solutions Group.
Best Growth Stocks to Buy for July 10th
GOOS, PAHC and DELL made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 10, 2025.
Dell Technologies (DELL) Laps the Stock Market: Here's Why
In the closing of the recent trading day, Dell Technologies (DELL) stood at $126.63, denoting a +1.8% move from the preceding trading day.
DELL Moves Above 50 and 200-Day SMAs: Is the Stock a Smart Buy Now?
Dell Technologies climbs above key moving averages as AI server demand, cloud growth, and strong fiscal second-quarter 2026 guidance fuel investor optimism.
